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“To live a creative life, we must lose our fear of being wrong.” – Joseph Pierce If you’re a rising star in your firm, you’ve most likely been asked, “Do you aspire to reach the partner level?” The answer could be “absolutely,” “never” or “I have no idea.” The challenge is that most of the time, the answer has a second part: “Not the way current partners are today.” So, how do you design a career that includes going to the ownership level in a way that feels authentic to you?

Many accounting firm leaders consider business development and client service pricing as keys to sustainable growth. While these are certainly essential elements, it’s important not to overlook the role of client filtering and onboarding. These initial steps—which take place before we’ve spent any time working on the engagement—are more than just formalities. They’re critical strategies that determine the quality of client relationships. Something so important should have a

Based on my conversations with talent and learning and development (L&D) leaders from firms across the country, the profession is finally starting to “get it.” Every individual within a firm needs to be upskilling and reskilling. Leaders from forward-thinking firms recognize the critical role that L&D plays in ensuring their teams are competent in their current roles and equipped with the skills necessary to adapt and thrive in an ever-changing environment. Upskilling and

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...

In today's rapidly evolving business landscape, accounting firms are undergoing significant transformations to adapt to the changing...

Performance management is undergoing a paradigm shift in accounting firms and across the business landscape. We see a movement away from...

Accountants tend to get worried about artificial intelligence (AI) becoming good at traditional “human” jobs. But robots replacing humans isn’t inevitable in accounting, nor is it the most likely scenario. While AI is changing how we get work done and who does it, technology isn’t replacing people—at least not in knowledge jobs like accounting. Instead, it’s complementing and augmenting human capabilities. Collaboration between technology and humans—i.e., collaborative intell